The global economy, long based upon a rules-based trading system, is undergoing profound and fundamentally transformative shifts, from uneven recoveries to new hot wars and potential cold wars, as well as challenging energy security debates. Iran and Israel are in direct conflict, as Tehran-sponsored terror against Israel, regional Gulf states, and global shipping in the Red Sea is destabilizing the Middle East and its global oil and gas supply network. Russia’s war against Ukraine is upending Europe’s security architecture and global energy and food supply chains, as the EU scrambles to escape hydrocarbon dependence on Moscow, NATO seeks to prevent alliance fracturing, and Germany and the United Kingdom plan for energy rationing and deindustrialization. U.S.-China relations are more tense than ever over Taiwan, technology, trade, and human rights, as Beijing seeks to dominate Asia, manage its commercial relations, and challenge U.S. global leadership, and Washington pursues closer ties with India, Japan, and Indo-Pacific powers for regional counterbalance. Re-globalization, food shortages, energy scarcity, cybersecurity, and climate policy dependent on rare earths processing increasingly impact C-suite decision-making.
Amid the most complex international security landscape since the end of the Cold War, geopolitical strategist John Sitilides delivers valuable insights and thoughtful understanding of international security trends in the near-term and toward the horizon. Using open-source intelligence, he explores the key geopolitical risks across the international trade, security, technology, and diplomacy landscapes that will dominate global and regional investment strategies and provide both serious challenges and long-term opportunities, to help corporate and investment leaders better understand, anticipate, and mitigate geopolitical risk in today’s disrupted financial, commercial, and political landscapes.
Contributors: John SitilidesCategories: 2024 Fall - Rancho Mirage, Summit Presentations
SRC Type: Sourcing, Trends